STEP 01
Choose a useful first task
Pick one narrow question family, such as answering questions about one product. Write down what a good answer must contain before configuring anything.
- Collect a few current documents that actually contain the answers. For a single short document, also compare simply supplying its text as context.
- Write several real questions and locate the supporting passages. Include a question the documents cannot answer.
- Choose your embedding and answer models, then record model IDs, document versions, and the date of this baseline.
STEP 02
Inspect the source after import
Build a small document collection in your own search store. Use the setup assistant for a starting recipe, then inspect the extracted passages yourself.
- Use self-contained passages for short answers; compare parent and child passages for sections that need surrounding context.
- Check that a question, its answer, and any exception remain together. Fix extraction errors before indexing.
- After indexing finishes, test an exact lookup and a reworded question. Inspect the retrieved passages, not just their scores.
STEP 03
Connect retrieval to an answer
Keep your first request path simple and inspectable: user question, retrieval, answer model, cited response.
- Pass the user question to your retrieval function with the user's access scope.
- Pass the returned passages and source IDs to the answer model as bounded context.
- Ask the model to support claims with sources and to say when evidence is insufficient. Validate cited IDs against the returned passages.
STEP 04
Test the complete path
A successful retrieval test does not prove the app uses the result correctly. Inspect the entire app run for each evaluation question.
- Check that the expected passage appears in the LLM input and that its facts survive in the answer.
- Try an uncovered question and a fresh conversation. Review the actual citation destination.
- Save selected settings in your ingestion job, search function, and answer builder. Re-test the full app after applying them.
Use the same questions, inspect the evidence, and record what changed.